Mechanics Bancorp
MCHB
113 hedge funds and large institutions have $153M invested in Mechanics Bancorp in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 21 closing their positions.
304% more call options, than puts
Call options by funds: $1M | Put options by funds: $248K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
88% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 25
35% more capital invested
Capital invested by funds: $113M → $153M (+$39.9M)
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
5% more funds holding
Funds holding: 108 → 113 (+5)
2.14% more ownership
Funds ownership: 75.12% → 77.26% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.88M |
| 2 |
BlackRock
New York
|
+$2.16M |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$1.77M |
| 4 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$1.42M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
-$2.52M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$2.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.98M |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$1.57M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWAM
126
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| – | -$83.5K | -10,722 | Closed |
|
127
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$81.3K | -10,437 | Closed |
|
128
Allspring Global Investments
Charlotte,
North Carolina
| – | -$70.7K | -9,081 | Closed |
|
|
FIA
129
FNY Investment Advisers
New York
| – | -$23K | -3,000 | Closed |
|
130
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$9K | -1,184 | Closed |
|
|
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| – | -$5K | -633 | Closed |
|
|
CCP
132
Carmel Capital Partners
San Diego,
California
| – | -$226 | -29 | Closed |
|
133
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$195 | -25 | Closed |
|
|
FMII
134
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$101 | -13 | Closed |
|
MCHB Hedge Fund Activity: Q4 2023 in Review
113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q4 2023, worth a combined $153M — up 35% from $113M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MCHB positions and 21 closed out — a net gain of 6 holders — while 47 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.88M. The largest seller was Azora Capital LP, exiting entirely with an estimated $2.52M sold.
- 113 institutional investors held Mechanics Bancorp (MCHB) as of Q4 2023, up from 108 in Q3 2023.
- Funds reported $153M of Mechanics Bancorp stock for Q4 2023, up 35% quarter-over-quarter.
- 27 funds opened new Mechanics Bancorp positions in Q4 2023 and 21 closed out, a net change of +6 holders.
- The largest Mechanics Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $2.88M added.
- The largest Mechanics Bancorp seller in Q4 2023 was Azora Capital LP, an estimated $2.52M sold.
Based on aggregated 13F filings for Q4 2023.